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Senior Director of Consulting Services
2 months ago
We are seeking a highly experienced Senior Director of Consulting Services to join our team at Patrimonica. As a key member of our leadership team, you will be responsible for managing client relationships, supervising consulting teams, and ensuring the delivery of high-quality services to our clients.
Key Responsibilities- Participate in client meetings to understand their needs and expectations
- Manage and supervise consulting teams to ensure timely delivery of projects
- Review and revise financial statements and tax returns prepared by advisors and directors
- Prepare and present financial statements and tax returns to clients
- Participate in the management of the mandate calendar
- Provide staff training and development opportunities
- Carry out special mandates, including financial planning, inheritance, and tax reorganization
- Prepare service offers and presentations
- Participate in customer invoicing
- Collaborate with the investment team on tax aspects of investment policy
- Minimum 10 years of relevant experience
- CPA title
- Experience in an accounting firm
- In-depth knowledge of taxation
- Proficient knowledge of investment accounting
- Experience with holding companies, trusts, and foundations
- Bilingualism (English and French)
- Rigor and attention to detail essential
- Great sense of leadership
- Excellent time management and work organization skills
- Ability to solve practical problems
- Team spirit with a positive attitude
- Excellent written and oral communication skills
Patrimonica offers a dynamic and collaborative work environment with a focus on work-life balance. We are committed to providing our employees with the tools and resources they need to succeed in their roles.
Why Work at Patrimonica?At Patrimonica, we are dedicated to providing exceptional financial services to our clients. We are seeking a talented and experienced Senior Director of Consulting Services to join our team and contribute to our mission.
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